Nov 1, 2018 | Agent Blog, Agent FAQ, Medicare Sales Referral Program
The success of our business depends on both you and your client’s satisfaction. We do everything in our power to provide exceptional services and find the Medicare plan that best meets their needs and budget. We begin by performing a needs analysis for your client. ...
Nov 1, 2018 | Agent Blog, Agent FAQ, Medicare Sales Referral Program
Unfortunately, you cannot remain on the phone as the AmeriLife Direct Agent is speaking with your client. In fact, the Centers for Medicare and Medicaid Services (CMS) doesn’t allow for the referring agent to be present in the same room/office or on the phone....
Nov 1, 2018 | Agent Blog, Agent FAQ, Medicare Sales Referral Program
Every agent that chooses to participate in the AmeriLife Direct Medicare Sales Referral Program receives a signed no cross selling commitment letter from AmeriLife Direct outlining our responsibility to you, the agent, as well as to your client. We take pride in our...
Nov 1, 2018 | Agent Blog, Agent FAQ, Medicare Sales Referral Program
YES! This is one big way the AmeriLife Direct Medicare Sales Referral Program is unique. Simply log into www.AgentXcelerator.com you will be able to see which referrals have an application submitted and the status of the referral. Our goal is to provide a...
Nov 1, 2018 | Agent Blog, Agent FAQ, Medicare Sales Referral Program
The Medicare Sales Referral Program Fees are: Plan Type: MA/MAPD – $100.00. Plan Type: PDP – $25.00. We have made some adjustments and improvements to our payment schedule. We no longer have a 90-day hold on referral fees, you get paid the month we get...
Nov 1, 2018 | Agent Blog, Agent FAQ, Medicare Sales Referral Program
Since 2017, AmeriLife Direct has been helping insurance agents provide Medicare options to their existing clients via the Medicare Sales Referral Program. During this time, we have compiled a list of best practices Do’s and Don’ts: DO inform your client of the...